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Helvetic Trust AG

Asset Management / Wealth Management · Zürich, Zurich

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Helvetic Trust AG is a Swiss asset management / wealth management company based in Zürich, Canton of Zurich (UID CHE-109.315.870).

Legal nameHelvetic Trust AG
AddressUraniastrasse, Zürich
UID / VATCHE-109.315.870
Legal form · StatusAG · Active

Board members & signatories

  • Jürg Braunschweiler — Vizepräsident des Verwaltungsrates
  • Simon König — Mitglied des Verwaltungsrates
  • Ursula Egli — Mitglied des Verwaltungsrates

Registered purpose

Zweck der Gesellschaft ist die Erbringung von Finanzdienstleistungen, namentlich die Vermögensverwaltung und Anlageberatung für natürliche und juristische Personen. Die Dienstleistungen werden nach Massgabe des Finanzdienstleistungsgesetzes (FIDLEG) erbracht. Die Gesellschaft erbringt insbesondere die folgenden Dienstleistungen: Vermögensverwaltung individueller Kundenportfolios; Anlageberatung in…

🔒 Website🔒 Employees🔒 Revenue estimate

Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026

What Helvetic Trust does

OFFERING

Helvetic Trust AG provides asset management services, including wealth management and family office services. They focus on identifying, evaluating, and financing investment opportunities in private markets through their private equity services. The company also manages Swiss equity funds, targeting quality companies with solid balance sheets and strong cash flows.

🔒 END MARKETS

🔒 OPERATING MODEL

🔒 OWNERSHIP & STRUCTURE

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